Fixed income: year-to-date performance summary

As we reach the mid-point of Q2 2021 it seems a good time to sum up fixed income markets year-to-date.
In Credit Weekly Snapshot – April 2021

Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – March 2021

Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – February 2021

Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – January 2021

Our fixed income team provide their weekly snapshot of market events.
Money for nothing, and VIX for free.

Our fixed income team provide their weekly snapshot of market events.
UK real estate: offices – finding a new equilibrium

Is the future of working really home-based, and what might this mean for portfolios and positioning?
What the US election means for markets… and what it doesn’t!

The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
UK real estate: offices – finding a new equilibrium

Is the future of working really home-based, and what might this mean for portfolios and positioning?
Implications of the global debt explosion

Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns, financials and corporates, particularly from the perspective of credit investors